Krista Wallace
Soundview Advisors · Olympia, Washington
Krista Wallace is a fee-only financial advisor at Soundview Advisors in Olympia, Washington, who holds the CFP credential. Soundview Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Soundview Advisors |
|---|---|
| Based in | Olympia, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $387.2M across 842 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7308768 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.soundviewadvisors.com |
How Krista's firm compares
- Soundview Advisors's average account is about $460,000, from its Form ADV (assets managed divided by 842 accounts).
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Questions about Krista
Is Krista Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Krista holds no broker registration, and Soundview Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Krista charge for financial advice?
Krista's firm, Soundview Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Krista Wallace based?
Krista Wallace is based in Olympia, Washington.
What credentials does Krista Wallace hold?
Krista Wallace holds the CFP credential.
Is Krista Wallace registered with the SEC?
Yes. Krista Wallace is registered as an investment adviser representative in WA (CRD 7308768), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Soundview Advisors manage?
Soundview Advisors reports $387.2M across 842 accounts in assets under management.
How do I contact Krista Wallace?
Through Krista's website, www.soundviewadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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